Unclaimed
Rebecca J Kirchberg is a financial advisor currently registered with PFS Investments Inc. Rebecca has been in the industry since 2010 and holds Series 6, Series 63, and Series 65 licenses. In addition to working for PFS Investments Inc., Rebecca also has experience in the insurance, real estate, and healthcare industries. Rebecca has experience working with individual clients and is also an active member of her community. Rebecca is committed to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
WI
09/09/2014 - Present
PFS Investments Inc. (MADISON WI)
IA
Issued 07/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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